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BWM Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BWM Planning’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$779K Hold
7,845
– – 0.21% 52
2025
Q4 		$784K Buy
7,845
+268
+4% +$26.9K 0.21% 55
2025
Q3 		$760K Buy
7,577
+791
+12% +$78.5K 0.23% 51
2025
Q2 		$673K Buy
+6,786
New +$665K 0.23% 51

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BWM Planning's AGG Position: Q1 2026 in Review

BWM Planning held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 7,845 shares worth $779K. The position accounts for 0.21% of the portfolio, ranked #52.

BWM Planning first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $784K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • BWM Planning held 7,845 shares of iShares Core US Aggregate Bond ETF worth $779K as of Q1 2026.
  • BWM Planning left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.21% of BWM Planning's portfolio in Q1 2026, its #52 holding.
  • BWM Planning first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • BWM Planning's iShares Core US Aggregate Bond ETF position peaked at $784K in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.